Financial Services Administrator

17 hours ago


Midlothian, United Kingdom Heat Recruitment Full time
IFA Administrator Opportunity

We are seeking an experienced Administrator to join our team at a bespoke Independent Financial Advice firm in Edinburgh.

This is an excellent opportunity for someone looking to expand their career in the Financial Services industry.

Key Responsibilities:

  • Support Financial Advisers with ongoing client needs
  • Manage diaries to book meetings and client appointments
  • Generate valuations and process income/investment reports
  • Manage the Intelligent Office database
  • General office administration duties

Requirements:

  • Experience in an Administrator role within an IFA or wealth management environment
  • General understanding of the Financial Services industry
  • Ability to work to deadlines and manage workloads
  • Preference for Intelligent Office experience

Benefits:

  • Circa £25,000 basic salary, depending on experience
  • Contributory Pension Scheme
  • 31 days holiday (inclusive of bank holidays)
  • Progression opportunities
  • Exam support and financial backing

If you are interested in this opportunity and confident in your experience matching our requirements, please apply or contact Sam at Heat's Manchester office.



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